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4928.T$4240.00-0.57%
Fair $4240.00+0.0%

4928.T

Noevir Holdings Co., Ltd.

Consumer Defensive / Household & Personal ProductsTokyo

$4240.00

-25.00 (-0.57%)

Fairly Valued+0.0%Fair Value $4240.00Fund rank 37/100 · Data gapFallback financials|
SA 42/C
F-Score: 6/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $6.6B · quality 79.7/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 81/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

42/100

C

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 4928.TLocal privado en este navegador · Noevir Holdings Co., Ltd.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$144.8B

P/E

17.9x

↑

EV/EBITDA

9.9x

↑

ROE

14.9%

↑

Gross Margin

66.9%

↑

Debt/Equity

0.01

↓
52-Week Range$4240
$4155$4795

TradingView lightweight chart

4928.T price, volumen y niveles de valoración

Último $4,345Periodo +299.0%
Fair value: $4,240

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+1.9%

FCF CAGR

+1.1%

FCF margin

8.4%

FCF / Net income

0.67x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $64.72B · net income $8.03B · FCF $5.41B

2022-FY → 2025-FY

Gross margin

66.9%-2.0% pts

Operating margin

17.1%+0.6% pts

Net margin

12.4%-0.0% pts

FCF margin

8.4%-0.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$64.72B$64.72B$63.82B$62.55B$61.14B
Net Income$8.03B$8.03B$7.97B$7.67B$7.59B
EBITDA$11.94B$11.94B$12.44B$12.25B$11.57B
EPS235.10235.10233.34224.66222.20
Gross Margin66.9%66.9%67.6%68.0%68.8%
Operating Margin17.1%17.1%17.9%17.6%16.5%
Net Margin12.4%12.4%12.5%12.3%12.4%
Balance Sheet
Debt/Equity0.010.010.020.020.02
Current Ratio4.504.50———
Cash Flow
Free Cash Flow$5.41B$5.41B$8.11B$6.57B$5.23B
Returns
ROE14.9%14.9%14.9%14.5%14.6%
Valuation
P/E17.8717.8722.2923.5525.16
EV/EBITDA9.939.9312.0012.4714.02
P/B2.692.693.323.423.67
Growth & Yield
Revenue Growth1.4%1.4%2.0%2.3%—
EPS Growth0.8%0.8%3.9%1.1%—
Dividend Yield5.3%5.3%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

17.0%

exigente

EPS terminal req.

$376.23

Spread vs growth

-16.2%

5Y implied EPS CAGR

14.1%

razonable

EPS terminal req.

$455.24

Spread vs growth

-13.4%

10Y implied EPS CAGR

12.0%

razonable

EPS terminal req.

$733.16

Spread vs growth

-11.3%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +8.3%

Total return

+8.3%

Start / end P/E

18.1x → 18.5x

EPS bridge

233.34 → 235.10

Residual

+0.0%

EPS growth+0.8%
Multiple rerating+2.2%
Dividend+5.3%
Residual / FX / buybacks / cross-term+0.0%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.